Assetmark Inc. Buys 51,689 Shares of Advanced Micro Devices, Inc. $AMD

Assetmark Inc. increased its position in Advanced Micro Devices, Inc. (NASDAQ:AMD) by 39.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 183,528 shares of the semiconductor manufacturer’s stock after buying an additional 51,689 shares during the period. Assetmark Inc.’s holdings in Advanced Micro Devices were worth $29,693,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Koesten Hirschmann & Crabtree INC. lifted its position in Advanced Micro Devices by 61.0% in the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer’s stock valued at $26,000 after acquiring an additional 61 shares in the last quarter. ORG Wealth Partners LLC raised its stake in shares of Advanced Micro Devices by 39.7% in the third quarter. ORG Wealth Partners LLC now owns 162 shares of the semiconductor manufacturer’s stock worth $26,000 after purchasing an additional 46 shares during the last quarter. Pinney & Scofield Inc. lifted its holdings in shares of Advanced Micro Devices by 81.0% in the second quarter. Pinney & Scofield Inc. now owns 190 shares of the semiconductor manufacturer’s stock valued at $27,000 after purchasing an additional 85 shares in the last quarter. Avion Wealth lifted its holdings in shares of Advanced Micro Devices by 49.3% in the second quarter. Avion Wealth now owns 218 shares of the semiconductor manufacturer’s stock valued at $30,000 after purchasing an additional 72 shares in the last quarter. Finally, Signature Resources Capital Management LLC boosted its position in shares of Advanced Micro Devices by 170.4% during the third quarter. Signature Resources Capital Management LLC now owns 219 shares of the semiconductor manufacturer’s stock valued at $35,000 after buying an additional 138 shares during the last quarter. 71.34% of the stock is owned by institutional investors.

Analyst Ratings Changes

AMD has been the topic of a number of recent analyst reports. Barclays reiterated an “overweight” rating on shares of Advanced Micro Devices in a report on Wednesday, November 12th. China Renaissance initiated coverage on shares of Advanced Micro Devices in a research note on Tuesday, January 13th. They issued a “buy” rating and a $291.00 price objective for the company. Raymond James Financial started coverage on shares of Advanced Micro Devices in a report on Thursday, November 20th. They issued an “outperform” rating and a $377.00 price target on the stock. Benchmark restated a “buy” rating and set a $325.00 price target on shares of Advanced Micro Devices in a research report on Wednesday, February 4th. Finally, Susquehanna reaffirmed a “positive” rating and set a $300.00 price objective on shares of Advanced Micro Devices in a research note on Friday, October 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating and ten have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $288.17.

Trending Headlines about Advanced Micro Devices

Here are the key news stories impacting Advanced Micro Devices this week:

• Positive Sentiment: Arista Networks’ CEO said her firm is shifting workloads away from Nvidia toward AMD (now ~20–25% AMD vs. ~99% Nvidia a year ago), a near-term enterprise validation that likely helped demand expectations for AMD’s data-center chips. Nvidia’s stock is down and AMD is up. The culprit may be Arista.
• Positive Sentiment: Analysts and coverage note AMD is gaining PC and server processor share from Intel, reinforcing revenue upside in CPUs which supports margins and data-center momentum. AMD Taking PC, Server Market Share From Intel
• Positive Sentiment: Leaked windows for AMD’s next‑gen GPU release lifted sentiment around product cadence and future AI/graphics revenue. Timelines can re-rate expectations for the GPU roadmap. AMD Stock Gains Alongside Leaked Next-Gen GPU Release Window
• Positive Sentiment: Reports flag AMD’s aggressive data-center growth targets (big expansion plans and revenue goals), which supports the investment case for continued server share gains and AI exposure. AMD Quality Score Surges On 60% Annual Data Center Expansion Bet To Drive AI Dominance
• Neutral Sentiment: Aggregate analyst/forecast summaries show mixed views — momentum in 2025–26 is strong but valuation and AI competition create divergent price targets. Advanced Micro Devices Stock Forecast: Trending Views From Analysts
• Neutral Sentiment: Options-market commentary and short‑interest data items have produced noise; some derivatives flows suggest traders are pricing continued volatility around AI narratives. Options Markets Fires Warning Shot at Advanced Micro Devices Stock (AMD)
• Negative Sentiment: CEO Lisa Su sold 125,000 shares (~$26.8M) on Feb. 11, trimming her position by ~3.8% — insider selling can be viewed as a near-term headwind for sentiment. SEC filing — Lisa T. Su Form 4
• Negative Sentiment: EVP Forrest Norrod also sold shares (~19,450 shares, ~$4.2M) on Feb. 11, another insider sale that may weigh on sentiment when paired with the CEO sale. SEC filing — Forrest E. Norrod Form 4
• Negative Sentiment: Quiver/13F estimates show Wells Fargo’s fund materially trimmed AMD exposure in the most recent filing period, signaling some institutional repositioning away from the name. Fund Update: WELLS FARGO & COMPANY|MN Just Disclosed New Holdings
• Negative Sentiment: Some analysts warn AMD lags in networking and software stack areas, which could be a medium-term headwind if competitors strengthen integrated offerings. AMD is falling behind, warns this analyst who says other chip stocks are better bets

Insiders Place Their Bets

In related news, SVP Ava Hahn sold 2,442 shares of the business’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $234.42, for a total transaction of $572,453.64. Following the completion of the transaction, the senior vice president owned 16,359 shares in the company, valued at $3,834,876.78. The trade was a 12.99% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Forrest Eugene Norrod sold 19,450 shares of the business’s stock in a transaction that occurred on Wednesday, February 11th. The stock was sold at an average price of $216.81, for a total transaction of $4,216,954.50. Following the sale, the executive vice president directly owned 289,098 shares in the company, valued at approximately $62,679,337.38. This represents a 6.30% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 291,342 shares of company stock worth $62,938,155 over the last quarter. Company insiders own 0.06% of the company’s stock.

Advanced Micro Devices Stock Up 0.7%

AMD opened at $207.32 on Friday. The company has a current ratio of 2.85, a quick ratio of 2.01 and a debt-to-equity ratio of 0.04. The firm’s 50 day simple moving average is $221.32 and its two-hundred day simple moving average is $205.89. The company has a market capitalization of $338.02 billion, a PE ratio of 78.23, a PEG ratio of 0.78 and a beta of 1.94. Advanced Micro Devices, Inc. has a 1-year low of $76.48 and a 1-year high of $267.08.

Advanced Micro Devices (NASDAQ:AMD) last released its quarterly earnings data on Tuesday, February 3rd. The semiconductor manufacturer reported $1.53 earnings per share for the quarter, topping analysts’ consensus estimates of $1.32 by $0.21. The firm had revenue of $10.27 billion during the quarter, compared to analyst estimates of $9.65 billion. Advanced Micro Devices had a return on equity of 8.84% and a net margin of 12.52%.The business’s quarterly revenue was up 34.1% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.09 earnings per share. As a group, equities analysts forecast that Advanced Micro Devices, Inc. will post 3.87 EPS for the current year.

Advanced Micro Devices Profile

Advanced Micro Devices, Inc (NASDAQ: AMD) is a global semiconductor company that designs and sells microprocessors, graphics processors, chipsets and adaptive computing solutions for a broad set of markets. The company’s product portfolio includes consumer and commercial CPUs under the Ryzen and Threadripper brands, data center processors under the EPYC brand, and Radeon graphics processing units for gaming and professional visualization. AMD also offers semi-custom system-on-chip (SoC) products for gaming consoles and other specialized applications, and provides supporting software and platform technologies for OEMs, cloud service providers and end users.

Founded in 1969, AMD has evolved from a supplier of logic chips into a diversified, fabless semiconductor designer.